GWAG
THS

Garrett Wealth Advisory Group’s Treehouse Foods THS Stock Holding History

Garrett Wealth Advisory Group’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-38
Closed -$2.11K – 580
2019
Q3 		$2.11K Buy
+38
New +$2.08K ﹤0.01% 538

Other funds holding THS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Garrett Wealth Advisory Group's THS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Treehouse Foods (THS) in Q4 2019, closing a stake of 38 shares — an estimated $2.11K sold.

Garrett Wealth Advisory Group first reported a position in THS in Q3 2019 and held it in 1 quarter. The position peaked at $2.11K in Q3 2019. 260 funds tracked by Wall St. Rank hold THS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Treehouse Foods position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 38 Treehouse Foods shares in Q4 2019, an estimated $2.11K.
  • Garrett Wealth Advisory Group first reported a position in Treehouse Foods in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Treehouse Foods position peaked at $2.11K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held Treehouse Foods as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.